Since March 2010, I have been working with David to establish a series of financial strategies for both myself and for my dad. During this time I have found Dave to be extremely professional, thought provoking, engaging, knowledgeable and always quick to provide relevant insight to my desired goals and a wide array of financial products. Dave has won my confidence, which allows me the comfort of knowing many of my financial worries are being met. It is with great admiration that I write this letter of recommendation on his behalf.

Robert D., Braintree, MA

I was nervous walking into Dave’s office as this next part of our lives was a big step. I wasn’t sure we could afford to retire. Dave immediately put me at ease and told me he would work with me to create a plan that would meet our needs. Dave treated us, not just as clients, but, as friends and his expert financial advice has allowed my wife and me to relocate to Florida with the security our family was looking for. Dave exceeded all our expectations!

Norman B., Davenport, FL